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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,665 | $100,203-58.4% | $85,240-51.1% | $145,897-71.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.07% | 84.28%-75.2pp | 66.75%-57.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $8,176 | $3,242+152.2% | $2,735+198.9% | $4,663+75.3% |
| Participant deferral / active EE | $12,459 | $5,299+135.1% | $4,527+175.2% | $6,689+86.2% |
| Admin fee / account holder | $23,896 | $7,265+228.9% | $6,165+287.6% | $13,390+78.5% |